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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

350 hedge funds and large institutions have $2.91B invested in VanEck Morningstar Wide Moat ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
6.05%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.74%
New
34
Increased
151
Reduced
108
Closed
24
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
-$530K

Top Buyers

1
PP
Prudential plc
United Kingdom
$31.9M
2
AF
Apexium Financial
Texas
$23.2M
3
AWM
Activest Wealth Management
Florida
$21.5M
4
FFA
First Foundation Advisors
California
$23.5M
5
LPL Financial
LPL Financial
California
$164M

Top Sellers

1
APCM
Alaska Permanent Capital Management
Alaska
$431K
2
Bank of America
Bank of America
North Carolina
$335M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
4
OIA
OneDigital Investment Advisors
Kansas
$97.2M
5
Creative Planning
Creative Planning
Kansas
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
201
Patten Group
Tennessee
$874K +$3.25K +53 +0.4%
FCT
202
First Community Trust
Iowa
$824K -$120K -2,000 -13%
AIM
203
Anchor Investment Management
South Carolina
$818K +$3K +50 +0.4%
CPO
204
Cerity Partners OCIO
New York
$805K +$805K +13,417 New
DWM
205
Defined Wealth Management
Oregon
$794K +$1.26K +21 +0.2%
CMI
206
Clare Market Investments
Texas
$789K +$241K +4,025 +44%
VDBMI
207
Van Den Berg Management I
Texas
$788K -$57.1K -952 -7%
LPT
208
Legacy Private Trust
Wisconsin
$787K +$89.8K +1,497 +13%
JWCA
209
J.W. Cole Advisors
Florida
$782K – – –
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$765K +$26K +434 +4%
WTC
211
WhitTier Trust Company
Nevada
$738K – – –
YIA
212
YHB Investment Advisors
Connecticut
$732K +$276K +4,594 +60%
GWSG
213
GPS Wealth Strategies Group
Colorado
$729K +$58.5K +975 +9%
LWM
214
Lionsbridge Wealth Management
Florida
$718K -$1.38M -23,077 -66%
NFSG
215
Newbridge Financial Services Group
Florida
$706K – – –
AIP
216
Almanack Investment Partners
Pennsylvania
$686K -$428K -7,134 -38%
CRWM
217
Castle Rock Wealth Management
California
$677K -$5.84K -98 -0.9%
CIAS
218
Capital Investment Advisory Services
North Carolina
$677K +$316K +5,258 +87%
SL
219
SWMG LLC
Texas
$660K +$660K +10,998 New
GC
220
Gilbert & Cook
Iowa
$649K +$3.75K +61 +0.6%
FH
221
FWG Holdings
Florida
$648K +$648K +10,802 New
FFN
222
Focus Financial Network
Minnesota
$628K – – –
WS
223
Wedbush Securities
California
$595K +$540 +9 +0.1%
KWM
224
Kaydan Wealth Management
Michigan
$595K – – –
SWM
225
Spire Wealth Management
Virginia
$580K +$13.2K +221 +2%
7 8
9
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